Laura works with individuals and small to mid-size firms, their owners and employees to help them work towards their financial goals utilizing strategies based on her more than 30 years of experience in the financial services industry. She specializes in retirement plans and in the last few years, she has deepened her practice by helping owners and their employees transition into a financially sound retirement. She holds the designation of Certified Pension Consultant (CPC) from the American Society of Pension Professionals and Actuaries and is also a Certified Financial Planner (CFP®).
Laura joined The Capital Group, LLC, as a partner in 2007; the firm offers comprehensive financial strategies to their clients. Laura is a Series 7 licensed registered representative with securities offered through First Heartland Capital, Inc. (member FINRA/SIPC) and Registered Investment Advisory Services offered through First Heartland Consultants, Inc. The Capital Group, LLC is not an affiliate of First Heartland Capital, Inc. In addition, she is an independent insurance agent.
Prior to joining The Capital Group, she was a principal of The Moneta Group and CEO of Retirement Plan Services, now doing business as RPS Benefits, Inc. Laura earned her Bachelor of Science from the University of Notre Dame and her Master of Business Administration from Washington University of St. Louis.
Laura supports the efforts of LoveU2Pieces because she views their services and support of families living with autism as an important and integral mission within the St. Louis community.